Appointment Setter / Client Coordinator
Boost your chances before you apply.
Wealthy Leadership Inc
Atlanta, GA, US
Summary
The role involves reaching out to prospects to initiate conversations and scheduling appointments for the advisory team. You will be responsible for maintaining an organized pipeline and ensuring prospects are prepared for their consultations.
Job Description
Who We Are
Wealthy Leadership is a Christ-centered financial coaching agency. We help families and professionals build a real, written plan for their money rooted in biblical stewardship, not hype, fear, or prosperity-gospel gimmicks. We're building a team of people who are genuinely good with people.
What This Role Actually Involves
- Reaching out to prospects through social platforms, referrals, professional communities, and networking
- Starting respectful, curious conversations with professionals and business owners
- Understanding someone's real goals, challenges, and financial situation before saying anything about what we offer
- Explaining our services in plain language - never jargon, never pressure
- Reading whether someone is genuinely ready for a deeper conversation
- Scheduling and coordinating appointments with our advisory team
- Prepping prospects so they walk into their appointment ready
- Keeping clean, organized notes and staying on top of follow-up
- Building a consistent pipeline and hitting weekly activity goals
You'll Probably Do Well Here If
- You've worked in sales, consulting, hospitality, or customer-facing service - anywhere you had to earn someone's trust quickly
- You don't need a manager checking in daily to stay disciplined
- You take feedback well and actually want to improve
- You'd rather have a handful of honest conversations than chase volume
No license or certification required - this is a conversation and coordination role, not a licensed advisory position.
How You're Paid
This is a performance-based, commission structure. Most active setters earn $900–$1,800 per week, with no cap for people who perform consistently. Your income is a direct reflection of your activity and results.
Support You'll Actually Get
New setters go through a structured onboarding, including:
- Outreach frameworks for starting real conversations
- Messaging structures you can adapt into your own voice
- Systems to keep your pipeline consistent
- Guidance on qualifying and coordinating appointments
- Ongoing mentorship from advisoty team.
